F/M Investments’s Lockheed Martin LMT Stock Holding History

F/M Investments’s Portfolio LMT Stock Details LMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.64M	Sell	9,107 -183	-2%	-$98.9K	0.24%	81
2026 Q1	$5.61M	Sell	9,290 -233	-2%	-$144K	0.37%	56
2025 Q4	$4.61M	Buy	9,523 +18	+0.2%	+$8.61K	0.18%	145
2025 Q3	$4.74M	Sell	9,505 -173	-2%	-$78.5K	0.18%	136
2025 Q2	$4.48M	Sell	9,678 -1,939	-17%	-$908K	0.16%	131
2025 Q1	$5.19M	Sell	11,617 -83	-0.7%	-$38.2K	0.21%	98
2024 Q4	$5.69M	Buy	11,700 +2,941	+34%	+$1.6M	0.21%	99
2024 Q3	$5.12M	Sell	8,759 -96	-1%	-$51.5K	0.16%	164
2024 Q2	$4.14M	Buy	+8,855	New	+$4.09M	0.15%	174
2022 Q2	–	Sell	-5,976	Closed	-$2.64M	–	76
2022 Q1	$2.64M	Buy	+5,976	New	+$2.42M	2.13%	15
2021 Q2	–	Sell	-608	Closed	-$225K	–	86
2021 Q1	$225K	Buy	608 +16	+3%	+$5.49K	0.18%	75
2020 Q4	$210K	Buy	+592	New	+$218K	0.18%	57

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

F/M Investments's LMT Position: Q2 2026 in Review

F/M Investments reduced its Lockheed Martin (LMT) stake by 2% in Q2 2026, selling an estimated $98.9K and leaving 9,107 shares worth $4.64M. The position accounts for 0.24% of the portfolio, ranked #81.

F/M Investments first reported a position in LMT in Q4 2020 and has held it in 12 quarters since. The position peaked at $5.69M in Q4 2024. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

F/M Investments held 9,107 shares of Lockheed Martin worth $4.64M as of Q2 2026.
F/M Investments sold 183 Lockheed Martin shares in Q2 2026, an estimated $98.9K.
Lockheed Martin made up 0.24% of F/M Investments's portfolio in Q2 2026, its #81 holding.
F/M Investments first reported a position in Lockheed Martin in Q4 2020 and has held it in 12 quarters since.
F/M Investments's Lockheed Martin position peaked at $5.69M in Q4 2024.
2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.